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TD Ameritrade plants its flag in sunny SoCal, playing host to $100 billion worth of RIAs

The Institutional Fall Regional urged innovations as RIAs become the iPhone to the wirehouse's BlackBerry

Author Guest Columnist Timothy Welsh October 25, 2012 at 3:55 AM
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Tom Nally: RIAs have seen a 45% asset growth from high net worth investors since 2005, while the wirehouses have only grown 6%.

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http://www.fsienergy.com/ENDFAGraph.html

June 25, 2014 — 10:55 PM

The cloud based networking is a perfect networking solution to have an growing business and enormous companies alike. Like a cloud server can be developed inside of couple of minutes, just one just needs to spin and make up a cloud to support the elevated require for example testing or development so when the company is performed, it might be removed, as though it were never there!


Related Moves

October 11, 2022 at 12:40 AM

Robinhood gets 'brilliant' upper manager -- and a spare CEO -- by nabbing TD Ameritrade's ex-thinkorswim top exec, hopefully to throw a lifesaver to Robinhood's sinking stock

The Menlo Park, Calif., firm nabbed Steve Quirk as first-ever chief brokerage officer to 'bridge the gap between academia and reality.'

January 6, 2022 at 10:33 PM

Oisín's snippets: Charles Schwab brand goes up on Omaha's TD Ameritrade stadium, home of college baseball world series • Interactive Brokers lands an RIA custody insider, Charlie Latimer, to climb the custodian ladder

The TDA brand lives on until the techies figure out how to make two systems into one, but change is in the air in Omaha, while Interactive Brokers gets a leg up in the custody business with a new hire.

December 27, 2021 at 9:58 PM

Goldman Sachs nabs TD Ameritrade's Darla Sipolt for RIA custody; Kate Healy, Jim Dario and Peter Dorsey are among 1,000 staffers cut by Schwab post TD merger

Included in the wholesale reduction of the Omaha, Neb.-based broker's redundant talent, about 40% of TD Ameritrade's marketing staff also got word today they have no future with their San Francisco-based owner

October 27, 2020 at 1:20 AM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally



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